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iShares Dow Jones Select Dividend shares owned by Oak Hill Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Oak Hill Wealth Advisors from 13F filings

Historical chart of Oak Hill Wealth Advisors investment in iShares Dow Jones Select Dividend

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Select Dividend held by Oak Hill Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones Select Dividend by Oak Hill Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 1.5k 142.10
2025-06-30 $201k 1.5k 135.96
2023-09-30 $203k 1.9k 107.64
2023-06-30 $214k 1.9k 113.32
2023-03-31 $221k 1.9k 117.18
2022-12-31 $228k 1.9k 120.60

More positions owned by Oak Hill Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Amazon (AMZN)

View all positions for Oak Hill Wealth Advisors

Top funds holding iShares Dow Jones Select Dividend

Morgan Stanley
Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
LPL Financial
Bank of New York Mellon
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Branch Banking & Trust Company
Us Bancorp
Raymond James Financial
Howard Capital Management
Jane Street

View all funds holding iShares Dow Jones Select Dividend